<blockquote>
<ul>
<li>中國 4 月新能源汽車零售滲透率預計首次突破 60%，隨着汽車市場整體繼續下滑，新能源汽車迎來反彈。</li>
<li>温和的宏觀經濟復甦並未立即轉化為大宗消費的強勁反彈。</li>
</ul>
</blockquote><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026042706445683.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026042706445683.jpg"/></p><p>(2026 年 4 月北京車展上展出的比亞迪車型。圖片來源：CnEVPost)</p><p>中國汽車工業協會（CPCA）預計，中國 4 月新能源汽車（NEV）零售銷量將從 3 月微增，滲透率創下新高，而內燃機（ICE）車輛表現持續疲軟。</p><p>根據中汽協週五發佈的報告，初步估算顯示，中國 4 月新能源汽車零售銷量預計將達到約 86 萬輛。</p><p>該數字較上月約 85 萬輛略有增加，但低於去年同期的 90.5 萬輛。</p><p>加入我們的 Telegram 或 Google 新聞</p><p>中國乘用車新能源汽車零售銷量——中汽協</p><p>2024  2025  2026</p><p>*2026 年 4 月數據為中汽協估算值</p><p>來源：中汽協© CnEVPost</p><p>4 月乘用車零售銷量估計約為 142 萬輛，環比下降約 13.8%。</p><p>這意味着 4 月乘用車新能源汽車的市場滲透率將達到約 60.6% 的歷史高位，月度首次突破 60% 關口。</p><p>3 月，中國乘用車零售銷量約為 165 萬輛，同比下降 15.0%。</p><p>3 月乘用車新能源汽車零售銷量也面臨下行壓力，為 85.2 萬輛，同比下降 14.1%。</p><p>第一季度，乘用車零售銷量總計 422.6 萬輛，較去年同期下降 17.4%。</p><p>中汽協指出，儘管 2026 年第一季度中國 GDP 同比增長 5%，但汽車零售銷量同比下滑 9.1%。</p><p>中汽協表示，温和的宏觀經濟復甦並未立即轉化為大宗消費的強勁反彈，且油價上漲持續給內燃機（ICE）車輛市場帶來壓力。</p><p>4 月第一週，汽車市場的銷售節奏受到清明節假期的顯著影響，日均零售銷量回落至約 2.5 萬輛。</p><p>隨着第二週日均零售銷量穩步回升至 3.8 萬輛，同比和環比降幅收窄，市場情緒開始顯現温和復甦跡象。</p><p>隨着北京車展前密集發佈和亮相新車型，第三、四周終端客流和銷售訂單出現顯著反彈。</p><p>中汽協表示，中國汽車市場競爭焦點正在發生顯著轉變，從單純的價格戰進一步演變為基於產品實力的競爭。</p><p>中汽協指出，中國汽車市場目前正處於平穩過渡的關鍵階段，正清晰地從政策驅動轉向市場引導和產品驅動。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041100254063-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041100254063-768x432.jpg"/></p><p>3 月中國新能源汽車市場份額：比亞迪以 22.8% 居首，特斯拉排名第 4，佔比 6.6%</p><p>比亞迪 3 月在中國新能源汽車零售市場佔據 22.8% 的份額，擴大了與吉利汽車的差距。</p>

華夏中證新能源汽車ETF

南方中證新能源ETF

平安中證新能源汽車產業ETF

GX中國電車

華寶智能電動汽車ETF

國泰中證新能源汽車ETF

<p>中國汽車工業協會（CPCA）預計，中國 4 月新能源汽車零售銷量將上升至約 86 萬輛，較 3 月略有增長。儘管汽車市場整體下滑，但新能源汽車滲透率預計首次突破 60%。乘用車零售銷量預計為 142 萬輛，環比下降約 13.8%。中汽協指出，雖然 2026 年第一季度 GDP 增長 5%，但汽車零售銷量下降 9.1%，表明大宗消費復甦緩慢</p>

<blockquote>
<ul>
<li>China's April NEV retail penetration rate is expected to rise above 60% for the first time, with NEVs rebounding as the broader auto market continues to decline.</li>
<li>A mild macroeconomic recovery has not immediately translated into a strong rebound in big-ticket consumption.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>中國 4 月新能源汽車零售滲透率預計首次突破 60%，隨着汽車市場整體繼續下滑，新能源汽車迎來反彈。</li>
<li>温和的宏觀經濟復甦並未立即轉化為大宗消費的強勁反彈。</li>
</ul>
</blockquote></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026042706445683.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/04/2026042706445683.jpg"/></p>
<p>(A BYD model on display at the Beijing Auto Show in April 2026. Image credit: CnEVPost)</p>
<div class="lb-trans"><p>(2026 年 4 月北京車展上展出的比亞迪車型。圖片來源：CnEVPost)</p></div><p>The China Passenger Car Association (CPCA) expects China's April new energy vehicle (NEV) retail sales to edge up from March, with the penetration rate hitting a new high as internal combustion engine (ICE) vehicles continue to under-perform.</p>
<div class="lb-trans"><p>中國汽車工業協會（CPCA）預計，中國 4 月新能源汽車（NEV）零售銷量將從 3 月微增，滲透率創下新高，而內燃機（ICE）車輛表現持續疲軟。</p></div><p>Preliminary estimates show China's April NEV retail sales are expected to reach about 860,000 units, according to a CPCA report on Friday.</p>
<div class="lb-trans"><p>根據中汽協週五發佈的報告，初步估算顯示，中國 4 月新能源汽車零售銷量預計將達到約 86 萬輛。</p></div><p>The figure represents a slight increase from about 850,000 units in the previous month, but is lower than the 905,000 units recorded a year earlier.</p>
<div class="lb-trans"><p>該數字較上月約 85 萬輛略有增加，但低於去年同期的 90.5 萬輛。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我們的 Telegram 或 Google 新聞</p></div><p>China passenger NEV retail sales -- CPCA</p>
<div class="lb-trans"><p>中國乘用車新能源汽車零售銷量——中汽協</p></div><p>2024  2025  2026</p>
<div class="lb-trans"><p>2024  2025  2026</p></div><p>*Apr 2026 figure is CPCA estimate</p>
<div class="lb-trans"><p>*2026 年 4 月數據為中汽協估算值</p></div><p>Source: CPCA© CnEVPost</p>
<div class="lb-trans"><p>來源：中汽協© CnEVPost</p></div><p>Total passenger car retail sales for April are estimated at about 1.42 million units, representing a month-on-month decline of roughly 13.8%.</p>
<div class="lb-trans"><p>4 月乘用車零售銷量估計約為 142 萬輛，環比下降約 13.8%。</p></div><p>This implies that the market penetration rate of passenger NEVs will reach a record level of about 60.6% in April, surpassing the 60% mark on a monthly basis for the first time.</p>
<div class="lb-trans"><p>這意味着 4 月乘用車新能源汽車的市場滲透率將達到約 60.6% 的歷史高位，月度首次突破 60% 關口。</p></div><p>In March, China's passenger car retail sales stood at about 1.65 million units, down 15.0% year-on-year.</p>
<div class="lb-trans"><p>3 月，中國乘用車零售銷量約為 165 萬輛，同比下降 15.0%。</p></div><p>Passenger NEV retail sales in March also faced downward pressure, coming in at 852,000 units, which represented a 14.1% year-on-year drop.</p>
<div class="lb-trans"><p>3 月乘用車新能源汽車零售銷量也面臨下行壓力，為 85.2 萬輛，同比下降 14.1%。</p></div><p>For the entire first quarter, passenger car retail sales totaled 4.226 million units, experiencing a 17.4% decline from a year earlier.</p>
<div class="lb-trans"><p>第一季度，乘用車零售銷量總計 422.6 萬輛，較去年同期下降 17.4%。</p></div><p>Although China's GDP posted a 5% year-on-year growth in the first quarter of 2026, auto retail sales showed a 9.1% year-on-year decline, the CPCA noted.</p>
<div class="lb-trans"><p>中汽協指出，儘管 2026 年第一季度中國 GDP 同比增長 5%，但汽車零售銷量同比下滑 9.1%。</p></div><p>The mild macroeconomic recovery has not immediately translated into a robust rebound in big-ticket consumption, and upward pressure on oil prices has kept the ICE vehicle market under continuous strain, the CPCA said.</p>
<div class="lb-trans"><p>中汽協表示，温和的宏觀經濟復甦並未立即轉化為大宗消費的強勁反彈，且油價上漲持續給內燃機（ICE）車輛市場帶來壓力。</p></div><p>The auto market's sales pace in the first week of April was significantly impacted by the Tomb-Sweeping Day holiday, with average daily retail sales falling back to about 25,000 units.</p>
<div class="lb-trans"><p>4 月第一週，汽車市場的銷售節奏受到清明節假期的顯著影響，日均零售銷量回落至約 2.5 萬輛。</p></div><p>As average daily retail sales steadily recovered to 38,000 units in the second week, with both year-on-year and month-on-month declines narrowing, market sentiment began to show a mild recovery.</p>
<div class="lb-trans"><p>隨着第二週日均零售銷量穩步回升至 3.8 萬輛，同比和環比降幅收窄，市場情緒開始顯現温和復甦跡象。</p></div><p>With the intensive release and debut of new models ahead of the Beijing Auto Show, terminal foot traffic and sales orders saw a significant rebound in the third and fourth weeks.</p>
<div class="lb-trans"><p>隨着北京車展前密集發佈和亮相新車型，第三、四周終端客流和銷售訂單出現顯著反彈。</p></div><p>The focus of competition in China's auto market is undergoing a significant shift, further evolving from simple price wars to competition based on product strength, the CPCA said.</p>
<div class="lb-trans"><p>中汽協表示，中國汽車市場競爭焦點正在發生顯著轉變，從單純的價格戰進一步演變為基於產品實力的競爭。</p></div><p>The overall Chinese auto market is currently at a critical stage of smooth transition, undergoing a clear shift from being policy-driven to being guided by the market and driven by products, the CPCA noted.</p>
<div class="lb-trans"><p>中汽協指出，中國汽車市場目前正處於平穩過渡的關鍵階段，正清晰地從政策驅動轉向市場引導和產品驅動。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041100254063-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/04/2026041100254063-768x432.jpg"/></p>
<p>Automakers' share in China NEV market in Mar: BYD tops with 22.8%, Tesla 4th with 6.6%</p>
<div class="lb-trans"><p>3 月中國新能源汽車市場份額：比亞迪以 22.8% 居首，特斯拉排名第 4，佔比 6.6%</p></div><p>BYD captured a 22.8% share of China's NEV retail market in March, expanding its lead over Geely.</p>
<div class="lb-trans"><p>比亞迪 3 月在中國新能源汽車零售市場佔據 22.8% 的份額，擴大了與吉利汽車的差距。</p></div>

中汽協預計中國 4 月新能源汽車零售銷量微增至 86 萬輛